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Financial Advisor   

$200MM AUM | $2MM GDC in Torrance, CA

Member Level
Premier
Last Activity
within 2 months

Business Mix:

50% Comm
50% Fee

General

Location
Torrance, CA, US
12 Month Gross Revenue
$2,000,000
Number of Accounts
500
Avg Client Age
60

Overview

We are a member of the prestigious M Financial Group and dedicated to U.S. and global clients using a hybrid model. We provide wealth management services with unique solutions for high impact individual, business owners and entrepreneurial organizations. We are looking to expand our investment book and opportunities to buy or partner with.

 
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